134555 - Bidder Job Aid_Forms Guidance_POS_July_2026.docx

Instrumental Activities of Daily Living -IADL- Support Services and In-Home Evaluations RFR Guide to Required Forms Submission for Purchase of Services (POS) RFRs This guide is intended to help bidders complete and submit the required forms associated with the Instrumental Activities of Daily Living -IADL- Support Services and In-Home Evaluations RFR. It supplements the RFR and required forms but does not replace them. Bidders are responsible for reviewing all RFR requirements and submitting complete and accurate documentation by the submission due date.

Missing required forms, submitting incomplete forms, or submitting incorrect forms may result in a proposal being deemed non-responsive. Non-responsive proposals cannot be evaluated or awarded.

Before You Begin Before completing the required forms, bidders should:

· Review the Bidder’s Checklist which includes a list of all required forms.

· Identify the individual(s) who will prepare the required forms. This person could be different than the person who will write the program proposal.

· Gather information needed to complete the Supplier Diversity Plan (SDP), including any existing relationships with certified diverse businesses.

· Request a Department of Revenue Certificate of Good Standing as early as possible, as processing may take several weeks.

Forms Required with Proposal Submission

1. Bidder Response Worksheet and Cover Page Purpose: The Bidder Response Worksheet is the primary proposal document and is used by the Proposal Review Team to evaluate responses.

Tips:

· Follow all page limits and instructions.

· Respond directly to each question.

· The contact person identified on the cover page will receive notices of award / non-award from the Procurement Unit. Please be sure their contact information is accurate.

2. Bidder Response Checklist Purpose: Confirms that all required forms have been included in your submission.

Tips:

· Use the checklist as a final review tool before submitting.

· Missing or incomplete forms may result in a proposal being deemed non-responsive. Non-responsive proposals will not be considered by the Review Team.

3. Supplier Diversity Plan (SDP) Purpose: The Supplier Diversity Program encourages participation by businesses certified through the Commonwealth's Supplier Diversity Office (SDO).

Why This Matters: The Supplier Diversity Plan represents 25% of the total proposal score.

Important: Only businesses certified by the Massachusetts Supplier Diversity Office count toward SDP participation.

The POS SDP Form asks bidders to report:

· Prior year total organizational revenue

· Prior year spending with certified diverse businesses

· Projected organizational revenue for the current year

· Planned spending with certified diverse businesses for the current year This is one of the most common areas of confusion for bidders. The POS SDP Form is based on organizational revenue and spending, not anticipated CCS contract revenue.

Tips:

· Gather prior fiscal year financial information before starting the form.

· If your organization already purchases goods or services from certified diverse businesses, include those expenditures.

· If you do not currently work with certified diverse businesses, identify opportunities to do so before submitting your proposal.

· Consider common purchasing categories such as office supplies, printing, marketing, technology services, consulting services, training, facilities, and professional services.

Common SDP Mistakes

· Listing vendors that are not SDO-certified. MassAbility’s Procurement staff do check to verify that vendors included on a SDP are in fact certified. Please click HERE to access the SDO Directory of Certified Businesses.

· Leaving sections blank.

· Using estimates that cannot be supported.

· Confusing organizational spending with CCS contract spending.

· Waiting until the last minute to identify SDP partners.

Example of a fully complete SDP Plan. :

4. Department of Revenue Certificate of Good Standing Purpose: Demonstrates that the organization is current with its Massachusetts tax obligations.

Tip:

· This certificate is ordered through the Massachusetts Department of Revenue website.

· It is not the same as a Certificate of Good Standing issued by the Secretary of the Commonwealth. MassAbility cannot accept a Certificate of Good Standing from the Secretary of the Commonwealth in place of the Department of Revenue Certificate.

· Request this document as early as possible, as processing may take several weeks.

Example of a Certificate of Good Standing from the Department of Revenue:

Common Reasons Proposals Become Non-Responsive Before submitting, verify that:

· All required forms are included

· All forms are signed where required

· The Supplier Diversity Plan is complete

· The Department of Revenue Certificate of Good Standing is included

· All required attachments are submitted

· The Bidder Response Checklist is completed

· The proposal was submitted by the deadline Forms Required After Intent to Award Successful bidders will be required to submit the following forms before contract execution. Please do not submit these with your proposal. Successful bidders will receive additional instructions following award notification.

· EOHHS Contracting Qualification Form

· Substitute W-9

· Electronic Funds Transfer (EFT) Form

· Certified Authorized Signatory Listing (CASL)

· Certificate of Insurance (COI)

· CORI Assurance Form

· Prompt Pay Discount (PPD) Form image1.png image2.png